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Role & Permissions Management

Role & Permissions Management

Granular access control with role-based permissions for therapists, supervisors, administrators, and support staff. Maintain security and compliance while enabling appropriate access.

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Why Role-Based Security Is Critical

See how granular access control protects sensitive information while enabling effective team collaboration and operational efficiency.

HIPAA-Compliant Access Control

100% HIPAA compliant

Implement role-based permissions that meet HIPAA requirements for protecting patient health information. Ensure only authorized personnel access sensitive data based on job functions.

Granular Permission Settings

Granular control

Control access to specific features, data types, and administrative functions at a detailed level. Create custom roles that match your organization's exact security requirements.

Comprehensive Audit Trails

Complete audit trails

Track all access attempts, data views, and system actions with detailed audit logs. Maintain complete visibility for compliance reporting and security monitoring.

Advanced Permission Management Features

Everything you need to implement secure, compliant access control across your mental health organization

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Role-Based Access Control

Define roles for therapists, supervisors, administrators, support staff, and custom positions. Each role has specific permissions for accessing client data, billing, and system features.

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Client Data Access Rules

Control who can view, edit, or share client information based on therapeutic relationships, supervision requirements, and organizational policies.

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Supervisor Access Permissions

Grant supervisors appropriate access to supervisee cases for consultation, review, and training while maintaining client confidentiality and professional boundaries.

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Administrative Function Control

Restrict access to billing data, reports, system settings, and administrative functions based on job responsibilities and organizational hierarchy.

Time-Based Access Restrictions

Set up temporary access permissions, time-limited roles, and automatic access expiration for contractors, interns, or temporary staff positions.

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Location-Based Permissions

Control access to specific practice locations, ensuring staff only access data and functions relevant to their assigned locations and responsibilities.

How Permission Management Works

From initial setup to ongoing management, see how role-based security protects your practice while enabling collaboration.

1

Define Organizational Roles

Set up roles that match your organization structure - therapists, supervisors, administrators, billing staff, and custom positions with specific permission requirements.

2

Configure Access Permissions

Define what each role can access, view, edit, or share. Set up granular permissions for client data, billing information, reports, and administrative functions.

3

Assign Users to Roles

Assign team members to appropriate roles based on their job functions. Users automatically inherit all permissions associated with their assigned roles.

4

Monitor & Audit Access

Track all access attempts and actions with comprehensive audit logs. Review permissions regularly and adjust as roles or responsibilities change.

Permission Management Questions

Ready to Secure Your Practice?

Join healthcare organizations that protect sensitive information with enterprise-grade security. Implement role-based permissions that ensure compliance while enabling collaboration.

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